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Added to YB: 2025-03-31

Pitch date: 2025-03-26

ERAS [bullish]

Erasca, Inc.

+143.24%

current return

Author Info

No bio for this author

Company Info

Erasca, Inc., a clinical-stage precision oncology company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers.

Market Cap

$732.0M

Pitch Price

$1.48

Price Target

5.00 (+39%)

Dividend

N/A

EV/EBITDA

-3.40

P/E

-5.73

EV/Sales

N/A

Sector

Biotechnology

Category

value

Show full summary:
Erasca, Inc.: Raymond James Sees $5 Target Potential

ERAS initiated Outperform at Raymond James, $5 PT. Near-term naporafenib opportunity underappreciated. Thesis based on valuation gap vs RVMD's RMC-6236 and ERAS's ERAS-0015. RVMD at ~$5B EV, ERAS at cash. $5 PT implies ~$1B EV. Pan-RAS inhibitor market has room for 2nd mover.

Read full article (1 min)